Zevenbergen Capital Investments

Zevenbergen Capital Investments as of June 30, 2014

Portfolio Holdings for Zevenbergen Capital Investments

Zevenbergen Capital Investments holds 72 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tesla Motors (TSLA) 7.1 $201M 837k 240.06
Netflix (NFLX) 4.9 $141M 319k 440.60
Amazon (AMZN) 4.7 $132M 408k 324.78
Zillow 4.4 $124M 869k 142.93
Linkedin Corp 3.9 $112M 654k 171.47
Facebook Inc cl a (META) 3.8 $107M 1.6M 67.29
Portfolio Recovery Associates 3.7 $106M 1.8M 59.53
priceline.com Incorporated 3.7 $106M 88k 1203.00
Celgene Corporation 3.5 $101M 1.2M 85.88
Gilead Sciences (GILD) 3.0 $85M 1.0M 82.91
Precision Castparts 2.8 $80M 315k 252.40
Catamaran 2.8 $80M 1.8M 44.16
Pioneer Natural Resources (PXD) 2.8 $79M 346k 229.81
Pandora Media 2.7 $76M 2.6M 29.50
Yelp Inc cl a (YELP) 2.5 $70M 915k 76.68
Charles Schwab Corporation (SCHW) 2.3 $66M 2.4M 26.93
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 2.3 $64M 342k 187.74
Alliance Data Systems Corporation (BFH) 2.2 $62M 222k 281.25
Homeaway 2.1 $60M 1.7M 34.82
Medidata Solutions 2.1 $59M 1.4M 42.81
Google Inc Class C 2.0 $58M 101k 575.28
Google 2.0 $58M 99k 584.67
Financial Engines 1.9 $55M 1.2M 45.28
MercadoLibre (MELI) 1.9 $53M 556k 95.40
First Republic Bank/san F (FRCB) 1.9 $53M 959k 54.99
Michael Kors Holdings 1.9 $53M 594k 88.65
Cognizant Technology Solutions (CTSH) 1.8 $52M 1.1M 48.91
Chipotle Mexican Grill (CMG) 1.6 $46M 77k 592.51
Lululemon Athletica (LULU) 1.5 $44M 1.1M 40.48
Salix Pharmaceuticals 1.5 $43M 350k 123.35
Twitter 1.5 $42M 1.0M 40.97
Xoom 1.4 $40M 1.5M 26.36
Paccar (PCAR) 1.3 $37M 584k 62.83
Artisan Partners (APAM) 1.3 $36M 632k 56.68
Vince Hldg 1.2 $35M 959k 36.62
Xpo Logistics Inc equity (XPO) 1.2 $35M 1.2M 28.62
stock (SPLK) 1.2 $34M 608k 55.33
F5 Networks (FFIV) 1.0 $27M 245k 111.44
Servicenow (NOW) 0.9 $26M 422k 61.96
Fireeye 0.7 $20M 483k 40.55
IPC The Hospitalist Company 0.7 $19M 425k 44.22
D Fluidigm Corp Del (LAB) 0.6 $17M 573k 29.40
Envestnet (ENV) 0.5 $15M 314k 48.92
Workday Inc cl a (WDAY) 0.5 $14M 154k 89.86
Mitek Systems (MITK) 0.2 $5.7M 1.7M 3.33
Qihoo 360 Technologies Co Lt 0.1 $2.4M 26k 92.02
Tableau Software Inc Cl A 0.1 $2.1M 30k 71.34
Apple (AAPL) 0.1 $1.4M 16k 92.95
Criteo Sa Ads (CRTO) 0.1 $1.5M 43k 33.77
McKesson Corporation (MCK) 0.0 $1.0M 5.6k 186.20
Qualcomm (QCOM) 0.0 $1.1M 14k 79.17
Control4 0.0 $1.0M 52k 19.55
BlackRock (BLK) 0.0 $465k 1.5k 319.59
Johnson & Johnson (JNJ) 0.0 $519k 5.0k 104.64
Walt Disney Company (DIS) 0.0 $466k 5.4k 85.82
Nordstrom (JWN) 0.0 $632k 9.3k 67.91
Verizon Communications (VZ) 0.0 $493k 10k 48.93
Schlumberger (SLB) 0.0 $513k 4.4k 117.93
Starbucks Corporation (SBUX) 0.0 $574k 7.4k 77.34
Palo Alto Networks (PANW) 0.0 $451k 5.4k 83.83
Ecolab (ECL) 0.0 $323k 2.9k 111.38
Home Depot (HD) 0.0 $255k 3.2k 80.95
Spdr S&p 500 Etf (SPY) 0.0 $325k 1.7k 195.55
General Electric Company 0.0 $317k 12k 26.31
Cullen/Frost Bankers (CFR) 0.0 $246k 3.1k 79.35
Paychex (PAYX) 0.0 $242k 5.8k 41.55
Walgreen Company 0.0 $277k 3.7k 74.16
iShares MSCI EAFE Index Fund (EFA) 0.0 $219k 3.2k 68.50
Novo Nordisk A/S (NVO) 0.0 $371k 8.0k 46.23
Visa (V) 0.0 $299k 1.4k 210.56
Estee Lauder Companies (EL) 0.0 $201k 2.7k 74.44
Mead Johnson Nutrition 0.0 $288k 3.1k 93.05